Want to Retire At 70? See if You Can Answer These Six Questions
September 9, 2025
Kiplinger, August 31, 2025
Jennifer Pagliara Horton, executive vice president at CapWeath, discusses what individuals need to consider before retiring with Donna Fuscaldo at Kiplinger. “Are you going to live to 100? Are you healthy? It does make a difference. Are you set up for success in retirement in your current environment? What is your living situation for the next 10, 20 and 30 years? If someone wants to keep doing something they love and they are mentally and physically capable of doing it and it brings them joy, why not?” says Horton.
CapWealth's affordability crisis research is cited in TechTimes, showing how record gas prices and household debt squeeze consumer cash flow.
Hallie Diamant of InvestmentNews cites CapWealth's white paper in a report on CNBC's survey showing deepening economic pessimism ahead of the midterms.
Jennifer Pagliara Horton of CapWealth sees clients using AI for financial advice as a chance to deepen engagement and clarify chatbot limitations, in Barron’s.
Legacy planning is about more than assets. Michael Vaught, CFP®, explains how to structure a plan that reflects your family’s values and long-term goals.
Hillary Stalker of CapWealth advises retirees on evaluating a major purchase and making sure a splurge doesn’t sacrifice other meaningful goals, in Kiplinger.
The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.
Tim Pagliara of CapWealth shares how retirees can outpace inflation by focusing on companies with strong cash flows and reliable dividend growth, in Barron’s.
CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
